Paul Moroz, Mawer Investment Management's deputy chief investment officer, points out that many emerging -
market consumer staples companies did exceptionally well this year because they offered investors stability, dividends and growth.
Not exact matches
The facts are not right here, energy is cheap that means the cost of manufacturing and transporting of goods is low, food and
consumers staples already more affordable, so what if a few American oil
companies going out of business.the cost of producing oil in middle east is less than $ 10 / bl and we were paying more than $ 140 / bl for it, with that huge profit margin the big oil
companies and oil producing nations became richer and the rest of us left behind, with the oil price this low the oil giants don't want to reduce the price at pump even a penny, because they are so greedy.worst case scenario is some CEOs bonuses might drop from $ 20 million to $ 15 millions I am sure they will survive.in terms of the stock
market it always bounces back, after all it's just a casino like game.
Additionally, we believe the more defensive sectors of the equity
market such as
consumer staples could underperform, along with some telecommunication
companies and utilities, where returns are heavily regulated.
In the Global Allocation Fund, we have increased exposure to quality
companies with stable cash flows in more defensive sectors, particularly within healthcare and
consumer staples, where demand tends to be more inelastic and may be able to withstand increased
market volatility.
In the fourth quarter of 2000, as the
market began to forecast the coming profits recession,
consumer staple stocks - the shares of
companies with stable revenues and earnings - rose 21 percent, the best performing group during that period.
Unlike certain «bond
market proxies» —
companies like
consumer staples, utilities and REITs — they may be less affected by the gradual rate hikes the Fed seems to have in mind.
Many
companies have partnered with literary
staples, such as Waterstones and WH Smith, to further increase their footprint and
market e-readers directly to
consumers.
-- Dividend - rich shares of utilities, phone and
consumer staples companies could get hurt, says James Liu, Global
Market Strategist for J.P. Morgan Funds.
Unlike certain «bond
market proxies» —
companies like
consumer staples, utilities and REITs — they may be less affected by the gradual rate hikes the Fed seems to have in mind.